MIDWESTERN SOCIETY OF ORTHODONTISTS (EIN 366128451) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

DR MICHAEL LAFERLA

Phone

6142211900

Tax Period

2024-01-01 to 2024-12-31

MIDWESTERN SOCIETY OF ORTHODONTISTS, founded in 1966, is a small nonprofit that reported $352K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $340K left a modest 3% surplus.

Mission

THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO), AS A CONSTITUENT OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS (AAO), SUPPORTS THE MISSION OF THE AAO BY PROVIDING RESOURCES, COMMUNICATION, AND LEADERSHIP, WHIE SERVING AS A VOICE FOR ITS COMPONENT SOCIETIES AND INDIVIDUAL MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $158,978

Program Service Revenue $171,940

Investment Income $18,506

Other Revenue $3,000

TOTAL REVENUE $352,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $340,467

TOTAL EXPENSES $340,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,424	$320,326	+0.1%
Expenses	$340,467	$363,293	-0.1%
Net Income	$11,957	$-42,967	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MICHAEL LAFERLA	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
DR SPENCER POPE	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR EMILY WILLETT	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
DR MIKE DURBIN	TREASURER TO	10.00	Officer Director	$0	$0	$0
DR BRONWEN RICHARDS	IL DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN FIRTH	MO DIRECTOR	1.00	Director	$0	$0	$0
DR SUMIT YADAV	NE DIRECTOR	1.00	Director	$0	$0	$0
DR HEATHER HORTON	MN DIRECTOR	1.00	Director	$0	$0	$0
DR KATHERINE KAZAK	MANITOBA DIR	1.00	Director	$0	$0	$0
DR KERI BARROW	SD DIRECTOR	1.00	Director	$0	$0	$0
DR MELISSA BERNHARDT	IA DIRECTOR	1.00	Director	$0	$0	$0
DR EMERSON EHLIS	ND DIRECTOR	1.00	Director	$0	$0	$0
KRISTI BURNMEISTER	EXECUTIVE DI	40.00	Officer	$0	$0	$0
GWEN BERLEKAMP	EXECUTIVE DI	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$352,424	$340,467	$339,874	$11,957
2023	$320,326	$363,293	$315,136	$-42,967
2022	$161,320	$282,717	$358,103	$-121,397
2021	$331,405	$256,176	$479,500	$75,229
2020	$159,530	$213,154	$404,271	$-53,624
2019	$324,915	$330,374	$457,895	$-5,459
2018	$389,380	$385,057	$463,354	$4,323

MIDWESTERN SOCIETY OF ORTHODONTISTS